I saw that I get a Theranest notification when I put a client's end date of their insurance. We also put client's birthdays in the client's profile. Is there anyway that Theranest could allow for notifications when it is someone's birthdays, as well? I found that some clients get a little offended when I don't recognize it is their birthday. Please do not give me any recommendations to keep track of this. i am asking strictly about Theranest being able to offer this. Thank you
I saw that I get a Theranest notification when I put a client's end date of their insurance. We also put client's birthdays in the client's profile. Is there anyway that Theranest could allow for notifications when it is someone's birthdays, as well? I found that some clients get a little offended when I don't recognize it is their birthday. Please do not give me any recommendations to keep track of this. i am asking strictly about Theranest being able to offer this. Thank you